Investing on the Spicy Side
WhirlyA home office's search for alpha in parts of the public capital markets where most investors can't, or won't go. At least until later.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 7 | Founded | a year ago | Last Issue | 2 months ago |
| Active | |||||
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whirly.substack.comLatest Issues
Spicy #2 - Update #1: Liberty Marches On
I am in the midst of a multi-month walkabout in the Antipodean summer, so have been mostly dark since late January, and thus following along with the market’s gyrations with a significant time lag. But some weather-enforced rest days were t...
Spicy #2: Liberty for Lithium ($LIB.V)
Disclosure: I’m an idiot, and if you make any investment decisions based on my ramblings, you’re an even bigger idiot.
LibertyStream Infrastructure Partners is on the leading edge of a new technology, Direct Lithium Extraction or DLE, that...
Spicy #1 - Update 2, Ripping off the Financing Band-Aid
I really didn’t plan for this to be The Comstock Blog, but here we are with my third piece in six months. Last week Comstock executed a capital raise that was … controversial, shall we say. After the raise, 10Q, earning call, and chat with...
Spicy #1, the pod
In mid-May I chatted to Mart at Contrarian Codex about Comstock. Mart is a smart, young investor and a pleasure to talk to. We talked about Comstock’s businesses, the opportunities and risks, and why I think this is such an asymmetric bet....
Spicy #1 - Update #1
I started writing this update well over a month ago, planning to only redo my valuation model. But stuff just kept happening, and I kept going down rabbit holes, so you’re getting a more fulsome update.
I don’t cover the background materia...
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